Cisco vs TD Synnex
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KIRA’s take AI analyst
I put Cisco and TD Synnex side by side, using each one’s latest annual report. Here is what stands out:
- Cisco is the larger business, with $63.3B of revenue in fiscal 2026 against $62.5B for TD Synnex.
- Cisco grew revenue faster (11.8%, against 6.9%).
- Cisco kept more of each dollar of sales as operating profit (24.3% operating margin, against 2.3%).
- Cisco turned more of its sales into free cash flow (20.2% FCF margin, against 2.2%).
- Cisco earned a higher return on the capital invested in it (20.2%, against 10.3%).
Who comes out ahead
Of the 11 measures where higher (or lower) is clearly better, how many each company leads.
Cisco
CSCO
8/11
Revenue growthGross marginOperating marginNet marginFCF marginReturn on capitalReturn on equityNet debt / EBITDA
TD Synnex
SNX
3/11
5-year growthPiotroski F-scoreShare count change
Side by side
Best in the row
| Latest fiscal year | CSCO FY26 | SNX FY25 |
|---|---|---|
| Size | ||
| Market cap | $439.5B | $19.9B |
| Revenue | $63.3B | $62.5B |
| Free cash flow | $12.8B | $1.4B |
| Net income | $13.3B | $828M |
| Growth | ||
| Revenue growth | 11.8% | 6.9% |
| 5-year growth | 4.9% | 25.6% |
| Share count change | −0.3% | −4.0% |
| Profitability | ||
| Gross margin | 64.5% | 7.0% |
| Operating margin | 24.3% | 2.3% |
| Net margin | 21.0% | 1.3% |
| FCF margin | 20.2% | 2.2% |
| Return on capital | 20.2% | 10.3% |
| Return on equity | 27.3% | 10.0% |
| Balance sheet | ||
| Net debt | $15.2B | $2.2B |
| Net debt / EBITDA | 1.0x | 1.2x |
| Dividends and buybacks | $12.7B | $743M |
| Valuation & quality | ||
| P/E | — | 15.3x |
| Piotroski F-score | 6 | 7 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.